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PIMCO 15+ Year US TIPS Index Exchange-Traded Fund
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Overview Fund Activity

85 hedge funds and large institutions have $218M invested in PIMCO 15+ Year US TIPS Index Exchange-Traded Fund in 2023 Q4 according to their latest regulatory filings, with 21 funds opening new positions, 27 increasing their positions, 27 reducing their positions, and 21 closing their positions.

Holders
85
Holders Change
–
Holders Change %
0%
% of All Funds
1.25%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.06%
New
21
Increased
27
Reduced
27
Closed
21
Calls
$811K
Puts
$17.1M
Net Calls
-$16.3M
Net Calls Change
-$14.9M

Top Buyers

1
AG
1
AlTi Global
New York
$12.4M
2
SAM
2
Simplify Asset Management
Nevada
$15.5M
3
AIP
3
Almanack Investment Partners
Pennsylvania
$8.45M
4
Morgan Stanley
4
Morgan Stanley
New York
$14.4M
5
NA
5
Nottingham Advisors
New York
$5.95M

Top Sellers

1
FTUS
1
Flow Traders U.S.
New York
$0
2
TCCM
2
Timber Creek Capital Management
Massachusetts
$154K
3
RJA
3
Raymond James & Associates
Florida
$1.85M
4
IWC
4
Integrated Wealth Concepts
Massachusetts
$643K
5
BA
5
Bridge Advisory
California
$1.26M
Name Market Value Shares Shares
Change 		Shares
Change %
FFN
51
Focus Financial Network
Minnesota
$278K 4,900 +29 +0.6%
AC
52
Addison Capital
Pennsylvania
$271K 4,774 -10 -0.2%
Osaic Holdings
53
Osaic Holdings
Arizona
$267K 4,717 -6,231 -57%
IA
54
IFG Advisory
Georgia
$265K 4,679 +105 +2%
RJFSA
55
Raymond James Financial Services Advisors
Florida
$236K 4,161 -13 -0.3%
WS
56
Wedbush Securities
California
$227K 4,000 – –
Qube Research & Technologies (QRT)
57
Qube Research & Technologies (QRT)
United Kingdom
$224K 3,950 +1,980 +101%
ACA
58
Atlas Capital Advisors
Wyoming
$215K 3,800 +3,800 New
BWL
59
Bogart Wealth LLC
Virginia
$206K 3,640 +39 +1%
TCCM
60
Timber Creek Capital Management
Massachusetts
$154K 2,725 -102,603 -97%
C
61
Covestor
United Kingdom
$135K 2,379 – –
CFD
62
Creative Financial Designs
Indiana
$134K 2,360 -756 -24%
Bessemer Group
63
Bessemer Group
New Jersey
$117K 2,070 – –
CFGS
64
Concourse Financial Group Securities
Alabama
$113K 2,000 -500 -20%
ACGDR
65
Atmos Capital Gestao de Recursos
Brazil
$106K 1,872 +742 +66%
Citadel Advisors
66
Citadel Advisors
Florida
$78.9K 1,392 -10,524 -88%
TIM
67
Tortoise Investment Management
New York
$56.7K 1,000 – –
Bank of Montreal
68
Bank of Montreal
Ontario, Canada
$49.1K 855 +855 New
Comerica Bank
69
Comerica Bank
Texas
$42.7K 753 +212 +39%
FGAM
70
Financial Gravity Asset Management
Texas
$36.2K 658 +479 +268%
ASN
71
Advisory Services Network
Georgia
$15.1K 266 +266 New
TWC
72
TD Waterhouse Canada
Ontario, Canada
$12.1K 217 – –
IA
73
IFP Advisors
Florida
$11.5K 202 +2 +1%
WWM
74
Wolff Wiese Magana
California
$9.64K 170 – –
PS
75
Principal Securities
Iowa
$8.16K 144 +144 New
1 2
3
4 5